Mathias Oschatz

Seasoned IT and Finance change executive with comprehensive and manifold experience in planning and driving large scale international transformation programs in highly regulated industries: Leading different complex and multi-national business transformation initiatives in the Pharma, Chemical and Banking industry overseeing business, business change and IT functions. Program management accountability for portfolios of IT and business transformation projects and IT business application platforms incl. operations and support Manage senior stakeholders incl. business sponsors, IT providers and Change leads up to C-level.

Experience in agile program leadership and governance leveraging the SAFe Agile scaling model. Management accountability for IT Service Delivery Centers and their service delivery portfolios - both onsite and offshore - (located in Switzerland, India, Singapore) Directed target IT architecture / target business architecture & business process design.

People management: attract, hire, retain, and engage high performing people across functions, hierarchies, cultures across IT, change and business. Management of external vendor contracts and outsourced services, organization transformation and target operating models (TOM)

Program & Product Manager / Senior Managing Consultant (external) at F.

Hoffmann La

Roche, Global ASPIRE Program – SAP S4 Hana Digital Backbone (2023-08 – Present)

Context: The ASPIRE Program is a global, large-scale transformation that is creating a unified digital backbone with an integrated SAP S4/Hana platform across Roche globally as the basis for future AI solutions.

Key clients: Head of ERP Systems, Head of Global ERP Operations, Head of Global Template Management, ASPIRE SAP S/4 Hana platform owner.

Role: Program lead and product manager with the following portfolio of projects and initiatives:

• Global ERP Template Management to define and ensure adherence to the global template for the digital backbone of Roche (functional and technical) based on SAP S4 Hana: responsibilities encompass managing a global design authority for custom developments, implementing automated template protection, driving SAP cloud readiness by ensuring adherence to global development standards, manage between Roche and SAP e.g.

Customer

Influence, PFGs and SAP Advisory teams.

• Program lead of SAP S/4 Hana Platform Reliability & Performance program with a portfolio of projects encompassing data volume management, optimization of month end closing, establishing monitoring and implementation of resulting improvement measures, planned orchestration of all system related activities, performance testing, clean core compliance etc.
• Program lead for a portfolio of initiatives for Global ERP Operations: definition of global team structure, optimization of operations processes (e.g. incident & problem management).

Program Director – Recovery & Resolution Planning at Credit Suisse HQ, Global Recovery & Resolution / Strategic Change (2019-09 – 2023-07)

Situation: As part of a regulated industry on request of the Bank of England, PRA, FINMA and SEC, Credit Suisse is required to build capabilities to be able to support monitoring, reporting and forecasting Balance Sheet, P&L statement, Capital (RWA, Leverage Exposure, Eligible Capital) and Liquidity during financial stress situations for the firm.

Role: Lead a global, cross-divisional program delivered based on SAFe Agile methodology directing Finance, Capital, Product Control, Operations & IT related work streams and scrum teams to implement accelerated reporting capabilities for Finance, Capital, and Liquidity for major legal entities across all divisions including CS group consolidation.

• Implemented global capabilities for Credit Suisse Group and major legal entities to source intra month data, recalculate and report updated financial information within less than 5 business days (reduced from 12 – 18 days in former BAU)
• Overall compliance with requests by regulators (FINMA, Bank of England, PRA and FED) achieved within 15 months – further improvements with increased degree of automation, digitalization and efficiency delivered in 2022 and 2023.

Head of Data Services (CDO) IT India; Head of Group Operations IT India at Credit Suisse India (2017-08 – 2019-08)

Context: Data Services IT India delivering instrument reference data (IRD), contract reference data, SSI (standardized settlement instructions) & integration layer – change the bank and run the bank services provided from India, and Group Operations IT India providing change-the-bank-programs and IT operations services for the back office such as settlement, custody and transfer, asset servicing, account and portfolio management, global messaging – were both in need of major restructuring.

Role: Develop India franchise of Group Ops / CDO IT, building and leading a local management team, strengthen delivery capabilities incl. training of teams on agile methodologies and DevOps, delivery oversight, staffing and work force strategy for India-based delivery, manage strategic vendors.

• Built new organization on a structural, process and personnel level – including high performance team through training 700 staff and hiring, developing and training 200 new CS team members
• Increased local leadership and ownership of programs and applications with more comprehensive service delivery from India overseen by a newly built senior management team.

Director Global Workforce Strategy, Vendor Management & Contract Management at Credit Suisse HQ, Group Operations & Group Operations IT Switzerland (2015-07 – 2017-07)

Context: Entities in question operated partly in global high-cost locations and within a sub-optimal process framework leading to significant inefficiencies in comparison to competitors.

Role: management of global workforce strategy, vendor management operating model of Group Ops and Group Ops IT (4,000 staff), planning of major transformation of all functions and areas resulting in enhanced and matured delivery from the CS Competence Center in India.

• Created transformation plan and layout of new organization on all levels including defining clear deliverables for the first time
• Increased ratio of IT delivery from offshore from 50% to 70%
• Transition of vendor engagements from time & material to managed outcome based contracts.

Head of Data Management (A) & Head of Distributed Development (B) at Credit Suisse HQ, Products IT (for Private Banking and Asset Management) (2013-01 – 2015-06)

(A) Context: Divisional MIS (Asset Management) was outdated and data platforms needed optimization.

Role: Accountable for all data, price feeds (Bloomberg etc.) and reporting & MI platforms (incl. change programs and operations), people management (80+ staff) for Asset Management. (B) Context: CS Distributed Development Organization provides software engineering & solution architecture services, major technologies are Java,.Net, Microsoft SQ L, MS Analysis Services, SAP Business Objects, Oracle, Informatica, Charles River etc. required better efficiency and tech coverage.

Role: Lead the 160+ engineers within PB&WM Products IT in Switzerland and India.

• implementation of a new global divisional MIS platform (revenue, profitability, AuM etc.) for CS Asset Management from scratch.
• increased efficiency by technology synergies and broader offshore delivery.

Head of IT Private Banking APAC – Risk, Finance & Credit IT at Credit Suisse, Singapore (2010-11 – 2012-12)

Context: Global continuous (overnight & month end) information on IWM business (revenues, profitability, AuM, financial and regulatory reports was not delivered concisely and within one easy-to-handle global application platform.

Role: Lead design, implementation and global rollout of an International Data Warehouse platform for Global Private Banking (Americas, EMEA, APAC); Functional scope included sales & client reporting, AUM / NNA, financial reporting and management accounting, risk & regulatory reporting.

• Delivered program on time and within budget, including functional design, target architecture, implementation, and global rollout
• Built regional delivery organization in Singapore and India
• Implemented fully automated operations processes (end-of-day and end-of-month)
• Established offshore delivery team (from 0% of 120 staff in Singapore to a 70% India offshore ratio.

Head of Project Management & Business Analysis (Data Warehouse & Business Intelligence) at Credit Suisse Private Banking IT (2007-07 – 2010-10)

Context: Reporting system of front office was lacking capabilities for relationship managers in CH, APAC; Americas and EMEA.

Role: Head and transform IT organization of 80+ staff and overall program manager • Manage development and operations of a new reporting platform for the front office including global performance measurement solution for 4000+ relationship managers globally. DWH reporting solutions for Basel II reporting, credit risk, legal & compliance, operations, marketing, IT.

• Completed missions within time and budget, all new systems were installed.
• 🡪 New global performance measurement GPR system is still operational as per today in 2023.
• 🡪 Client reporting MIS system is still operational as per today in 2023.

University of Erlangen-Nuremberg (Germany) 1986 – 1992

Master of Business Administration

Main subjects: Business Informatics, Financial Accounting & Controlling, Operations Research

MISCELLANEOUS

Languages

German (mother tongue), English (fluent), Spanish (B2-C1), French (moderate)

Training & Development – Selected Programs

● Young Manager's Program (INSEAD, France in 1999)

● Finance Program (Harvard Business School, U.S. in 2000)

● Strategic Management in Banking (INSEAD, France in 2006)

● Senior Leadership Challenge (Credit Suisse internal in 2010)

● Professional Agile Leadership Training (SAFe) (Credit Suisse internal in 2023)